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Accredited Investors Wealth Management

Accredited Investors Wealth Management

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $1.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $511.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
Jacob Wolkowitz
August 2012
Sean Patrick Smith
January 2014
Ross Levin
January 2014
Frederick Robert Semmer
June 2017

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Willis Theo Heupel President/Shareholder/Director October, 1988 25% to 50%
    Ross Levin Chief Executive Officer/Shareholder/Director March, 1986 25% to 50%
    Rebecca Mary Krieger Managing Director, Client And Community Outreach/Shareholder February, 2017 10% to 25%
    Jacob Wolkowitz Managing Director, Investment Management/Shareholder February, 2017 5% to 10%
    Brian Gregory Martin Managing Director, Operations And Wealth Management/Shareholder February, 2017 5% to 10%
    Jenna Marie Holm Chief Compliance Officer/Shareholder February, 2017 less than 5%
    Brandon Richard Jones Shareholder/Director December, 2018 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees